Due to the way Alma connects records, the best practice for choosing a title record for your order is:
If the bib record that you need does not exist in the NZ:
A POL Type is selected at the start of the order process. It defines:
You cannot change the POL Type once the order is started. If an incorrect POL Type is picked (i.e print instead of electronic), you will need to delete the order and start over.
Analytics
Configuration
PO Line Types | PO Line Statuses |
One Time
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Subscription/Standing Oder |
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Step 1: Create a New Order
Step 2: Fill out the PO Line Details
Once you’ve created the PO Line record, fill in the PO Line Details page. Most of the fields will either let you choose from a drop-down menu or type in information. Ex Libris documentation on Manually Creating a POL
Notes:
Other tabs in the purchase order line include:
Step 3: Save and/or Place the Order
When all the order information is added, complete the POL by choosing how and when to place the order:
Important Encumbrance note: No matter which order option you choose, the amount of that order will be encumbered as soon as you click Save. As you spend down your budgets over the year, do not leave saved but unsent orders sitting for long periods of time.
You have two options:
Technical Purchase Type
From Ex Libris Knowledge Center's review of Acquisition Methods:
"Relevant for service subscription orders without inventory or items that have migrated from an external system. Often used for multi-part orders where you pay once and receive multiple resources.
If you are ordering multi-part serials, it is recommended that you have one, main PO line (with fund information) for the subscription and an additional Technical PO line for each item that you are to receive at a different interval. You then associate each Technical PO line with the main PO line.
If you are working with a mixed print and electronic order, it is recommended that you have one, main PO line (with fund information) for the electronic inventory and an additional Technical PO line for the printed material (so that you can receive this material). You then associate the Technical PO line with the main PO line.